How to Integrate Magento with Hike

How to Integrate Magento with Hike

Hike offers built-in integration with Magento. Connect your Hike store with Magento to seamlessly integrate your in-store Hike POS and Magento’s eCommerce store.
Integrating the two will give you complete management control of your data, including:
  1. Product details & variants
  2. Product categories
  3. Customer profiles
  4. Sale transactions
  5. Payment history
  6. Inventory

Important note before you begin the integration

  1. To use the Magento integration with Hike, you will need to use Magento 2.3 or above.
  2. For the first time sync, the data will sync in one go, any data added in after the integration will go one by one. Therefore, we recommend you to have your data nice and clean in one platform before the integration is activated, as this will make the sync process simpler.
  3. Hike does not allow duplicate SKU or Barcodes for products, please make sure there are no duplicate SKUs or Barcodes in your Magento products before activating the integration.
  4. Once the integration is turned on, any data modification will update in both Hike and Magento, as such we highly recommend you to perform a back-up of the most up-to-date data for both platforms before you activate the integration. Please check how to export products from Hike, you can also export data from Magento, about which you will need to consult your developer.
  5. Apply tax rule: as both Hike and Magento have different tax setting options, please make sure they are consistent in both platforms. It means if the price you entered in Magento is tax-inclusive, you need to make sure in Hike general setting you have “Tax-inclusive prices” ticked. If you entered price tax-exclusive price in Magento, you need to make sure in Hike general setting you have “Tax-inclusive prices” un-ticked example as below:

  6. Any Hike gift card, discount offers and loyalty point will not sync with Magento.
  7. If you integrate Magento with any other platforms, plugins or integrations, this may affect the integration sync with Hike, for example if a third-party integration changes price, SKU or barcode information for products. Please check any existing integrations and test them thoroughly before activating the integration with Hike.
  8. Once your Hike and Magento is integrated and synced, please do not delete the integration and re-integrate unless you are looking to start from scratch, if you are facing any issue please feel free to contact our support team.
Here, you will find a step-by-step guide on how to integrate your Magento website with your Hike POS. You’ll activate the integration in 2 main steps:
  1. Connect Hike & Magento
  2. Apply setting rules
To get started, make sure that you’ve logged into both Hike & Magento.

Connect Hike & Magento

  1. In Hike, open the Store Setup tab, and click on Integrations.
  2. There will you find a list of applications to which Hike connects. Integrate your Magento account, by clicking on Activate to the right of the Magento icon. Please note, your integration page my look a bit different from the screenshot below.

  3. A new screen will appear entitled Connect to Magento. Here you will enter your Magento’s shop URL and access token. The access token is created under System > Extensions > Integrations.
            Please note: The screenshots below are examples, if you require further assistance please contact your Magento Developer or get in contact with our Hike Support team.
            
            Next, select 'Add New Integration' on the top right, which will bring you to the screenshot below, where you can name your new Integration.  You can leave the Email, Callback URL and Identity link             URL blank, and enter in the Password for the user that is signed into the Administration area of Magento.

            
            Next, select the API option as shown in the screenshot below, and set Resource Access to 'All', once this is done, you can Save the new Integration.

            
            Your new Integration option should now be shown in the Integrations list, and you now need to select the 'Activate' option, then select 'Allow' on the top right.

             

            Now you will be brought to the Integration Tokens for Extensions area, where you will need to copy the 'Access Token'.
            

          4.  Once you have activated the Access Token, you can enter this into the Magento Activation area of Hike.   

        
      
      5. Once your connection with Magento is active, you’ll be automatically redirected to the Magento settings screen in Hike automatically.

      6.  If you want to make sure that your Magento integration with Hike has successfully been activated, close the settings screen, and you’ll land back on Hike’s Integrations page. You’ll notice that next to             the Magento Integration row, the Activate option has been replaced with Manage, which means you have successfully activated the Hike + Magento connection.


      7.  In future, you can revisit the settings by clicking on the Manage button.

Now it’s time to provide your sync settings

On the settings screen, you’ll be able to establish exactly how you want your Hike & Magento pairing to work.

Magento Attribute Set
Here you will need to choose the attribute set you use for products syncing from Hike to Magento. Please refer to the detailed explanation about how attribute sets work in Magento here.

Magento product SKU for custom sale and discount line items in Hike
In order to sync custom sale or discount offers in a sale from Hike to Magento, you will need to set up a product of which the inventory is not tracked in Magento. Then, put the SKU of the product in this field.

Please note, the product must be enabled in Magento. Otherwise, relevant sales won’t sync properly. You can deactivate the product in Hike, and choose not to show the product in your Magento store by changing the visibility, just in case you place orders for this product by mistake.

Hike register for payments
Check this box to track and reconcile your online order payments in Hike. Checking this box will bring up a drop-down box of all the registers in your chosen outlet.

From now onwards, when you close the cash register at the end of the day/shift, it will also include the Magento payments in the daily receipt summary. You can revisit this summary at any point in time to verify payments against the online order dispatches.
Hike Recommends: We suggest a dedicated cash register for your online sales with Magento to give you greater transparency on online sales transactions and payments. It will also help to manage your register report because any sale sync from Magento to Hike after you close your register will re-open the register which integrated with Magento. Please check How to create outlets and registers, there might be an additional charge based on which subscription plan you have, please check the Hike plan price before doing any change. 
If you are using a separate register for Magento sale records, it will auto open the register whenever this is a sale synced from Magento to Hike. We strongly recommend to close this register on daily basis or at least within 5 days since it opened, because it will help check the report and reconcile.

Tax mappings between Hike and Magento
To ensure products syncing with the correct tax, please map your Magento tax with the tax rules in Hike. In the dropdown list, you will get all the current tax classes in Magento.

Inventory settings
You can choose to map Hike outlets with Magento. Select the outlets in Hike where you would draw the inventory. When you choose to merge the inventory in multiple outlets and sync the merged with Magento, the online order synced from Magento to Hike will deduct the product inventory from the outlet under which the invoice syncs.



We would recommend you to manage the inventory in Hike if you choose to sync merged inventory to Magento.

Sync Settings

This is where you’ll select how your data is synced and managed between Hike and Magento.
Magento -> Hike
There are different sync settings you can select based on your requirements. We’ll explain how each can be synced to and from Hike, with examples below:
Update inventory in Hike when an order is created in Magento
When an order is placed in Magento, it will update the product inventory involved in that order in Hike at the same time
Note:
  1. To apply this setting, you need to make sure the products included in this sale are already synced to Hike
  2. If this setting is off your inventory may not match between Hike and Magento
  3. If this setting was off, and later on turn it back on, please make sure reconcile your stock in both Hike and Magento
Send full Magento order to Hike and save in Hike's sales history
When an order is placed in Magento, the order will sync to Hike, and you can check it in Hike sales history like below.



Note:
  1. To apply this setting, you need to make sure all the products and customer included in this sale are already synced to Hike. If there is any unsynced item in this sale, it will not sync
  2. Hike will only take the new sales processed after the integration, any pre-existing sale in Magento will not sync.
Send new products created in Magento to Hike
Any new product created in Magento will sync to Hike
Make product visibility to all outlet when created in Hike.
This option only appears when you have multiple outlets in Hike. Unticking this option will only make the product visible in the mapped outlet/s in the inventory settings section when a new product syncs from Magento to Hike.
Hike -> Magento
Update inventory in Magento when a sale, purchase order or inventory take is created in Hike
The stock will update in Magento if there is any sale, purchase order or stocktake processed in Hike.
Note:
  1. Manual stock adjustment for the products will update only from Hike to Magento; any manual stock adjustment happened in Magento will not update in Hike unless the sync of Magento sales is disabled, so we strongly recommend to manage your stock in Hike
  2. To apply this setting, you need to make sure the products already synced to Magento
  3. Hike supports fraction sale feature however Magento does not support it. If you are going to sell your products in a fraction in Hike, it will cause the problems with the stock level. Please consider carefully and test thoroughly before the integration
Send new products in Hike to Magento
Any new product created in Hike will sync to Magento if they have eCommerce channel active in Hike like below (you will find how to activate it from Product support)

Note: If you are planning to delete any already linked product, you need to delete on both platforms
Send full Hike order to Magento and save in Magento's sales history
When an order is placed in Hike, the order will sync to Magento, and you can check it in Magento sales history.
Please note: Due to API limitations, there’s a chance that your inventory will get double deducted, though it’s very low. Thus, we recommend to disable this feature and retain POS orders history within Hike for faster real-time and accurate inventory updates.
Product Description Sync Preference

As explained in the notes, if you have applied HTML mark-ups in the product description in your Magento store, we would recommend you to choose the first option to avoid the format being wiped out in your Magento store. If you are sure that you don’t have HTML codes in your product description in Magento, you can keep the product description to sync in both ways.
Product Image Sync Preference

As explained in the notes, we recommend to sync product image update from Magento to Hike only, because the eCommerce platform gives you more flexibility on the resolution and display of product images.

Customer sync:
The customer is enforced to sync in both ways, to make sure sales can sync properly.
Continue
Once you’ve completed all the necessary steps, it’s time to save and start syncing. Click on the Continue button at the top to go on. If this is not the first time you set up the integrations, you will have the Save button instead of Continue.

Hike Tip: If the Continue/Save button is greyed out, it means you have not completed all the mandatory settings. The scenario in the image below is one of the most common ones. Ensure you have completed everything on the page, before moving on.

Please be advised that syncing your data across may take some time (depending on the number of products and customers you have in system).

Now it’s time to run the first-time sync

After clicking on “Continue”, you will be able to choose the direction of the first-time data sync flow. After confirming the choice and clicking on “save & sync”, the first-time data sync will start flowing as per your choice.

FAQ

1. How the variant product will sync between Hike and Magento?
Hike to Magento: If it is a variant product in Hike all the variants will sync to Magento. It will be a configurable product in Magento. If it is a simple product in Hike, it will sync to Magento as a simple product
Magento to Hike: if it is a configurable product in Magento, it will sync as a variant product in Hike. If it is a simple product in Magento, it will sync to Hike as a simple product
2. If I have a sale in Hike including products having eCommerce sales channel active as well as inactive, will it update my stock in Magento or not?
Yes, it will update the stock for your product in Magento if you have ticked the option “Update inventory in Magento when a sale, purchase order or inventory take is created in Hike.
3. If I don’t want to sync a particular product to Magento, what should I do?
You can simple untick the sales channel “eCommerce” in Hike for that product. Please note, if you mark this product as inactive in Hike but still tick “eCommerce”, it will still sync to Magento.
4. How the shipping charge will display in Hike?
If the shipping charge is added for sale in Magento, it will be added as an extra line in Hike invoice like in the below. The shipping tax based on the general tax setting, Hike will take only the total of the shipping.

5. If I have a plug-in in my Magento account, will it sync?
No, Hike is not syncing any update coming from the plug-in with the third party.

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